P2P: Functions Manual
Learn about the commands you can use on custom displays in Peer-to-Peer to modify account codes. These are essentially “shortcuts” for calculations that finance executives commonly use in evaluating financial performance.
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P2P: How To Organize Displays And Folders
Peer-to-Peer allows you to move or reorder displays within the My Displays section. Read this how-to document to learn more!
P2P: How To Create A New Display
While Peer-to-Peer includes hundreds of built-in charts and graphs, you may find the need to create your own charts and graphs using formulas and any accounts code you would like. Peer-to-Peer makes this easy for you to do this under the ‘My Displays’ section located in the bottom left of the program.
P2P: How To Create Whisker Box Chart
A Whisker Box Chart is a graphical display that shows the percentile distribution of two or more peer groups. This display shows top performers, bottom performers, and where the middle 50th percentile of credit unions in the peer group fall. Now you can quickly view a peer group’s performance distribution to see the highest and lowest performers, as well as everything in between.
P2P Tutorial: How To Use Start Cycle Vs. Cycle
Watch the video below to learn about the difference between “Start Cycle” and “Cycle” in Peer-to-Peer. The video will also discuss how the length of a trend line can dramatically alter the way data is interpreted.
CUT: Explanation Of Performance Analysis Text
The performance analysis text ranking system of CUTarget includes two primary components: Textual analysis that includes ratio definitions and suggestions on how these relate in the context of the credit union. Star-based rating system to indicate a credit union’s relative performance for a given ratio Note: When exporting packets to PowerPoint, the performance analysis text boxes are …
CUT: How To Create An Exclusion List
6 steps to build an exclusion list. [zilla_alert style=”red”] Creating an exclusion list allows you to compile a group of credit unions that you may not want to include in a given marketing list. [/zilla_alert] Step 1: Hover over Settings near the top of the screen. Step 2: In the drop down menu that appears, …
CUT: How To Set A Goal
6 easy steps to place (and remove) a goal line on any display. Step 1: Click on any display in the left hand navigation. Click on the Set Goal button above the display. NOTE: You may only set a goal for one display at a time. If you are looking at a packet of displays, …
CUT Tutorial: How To Create A Packet
5 easy steps to build a custom packet. Step 1: Locate My Packets near the bottom of the left hand navigation. Step 2: Click on My Packets to expand it. Then click on the first option, -Create New Packet-. Step 3: Select displays from the All displays list. To add a display(s) to your packet, …
CUA: Explanation Of Performance Analysis Text
The performance analysis text ranking system of CUAnalyzer is designed to give guidance to users about their performance while recognizing that credit unions have distinct strategies that may focus on alternative outcomes in addition to performance outcomes.